Talk To Your Clients Now
Summer flew by. Fall was so busy with extended returns. Now it is November, late November. This is the time of year when your competitors approach your …
Build Your Brand
You continue to be very busy. Firms are telling me they have more new business than they can handle. Progressive firms are also keenly aware that taking on …
Secrets To Success
I hope you know about John Wooden. If you don’t – John Wooden (1910-2010), the legendary coach of the UCLA Bruins, is considered by some to be the …
Get The Most Out Of CPE
No matter what the size of your firm, I’m sure you have a CPE (Continuing Professional Education) budget. How you spend these dollars is not something that …
Seven Steps to Success
I have read a lot of John Maxwell’s books over the years and have enjoyed using his motivational quotations. This month I want to share with you …
Procrastination
I spent many years dealing with procrastinators. It is surprising to me that CPAs, who are driven by due dates, are also procrastinators. Sometimes I think …
Successful Partners Do These Things
You are finally a partner. You have worked for the firm for several years and have proven your worth as a Senior Manager. All of a sudden things are different. …
Conviction
The followiing quotation certainly applies to managing partners. “What convinces is conviction. Believe in the argument you’re advancing. If you …
Feedback For Managing Partners
I have worked with a lot of CPA firm partners over the years. I always try to observe and enlighten those in leadership positions. I also try to enlighten …
You Have a New Managing Partner – Just What Exactly is the Job?
When I became Managing Partner, it was an exciting time but I took on the position with little or no training or coaching. Who teaches you to be an effective …